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Investment Consultant

Job Title: Investment Consultant
Contract Type: Permanent
Location: Leeds, West Yorkshire
Industry:
Salary: £60000 - £80000 per annum + benefits + bonus
: ASAP
REF: HKI25417_1506079175
Contact Name: Helen Kinloch
Contact Email: Helen.Kinloch@ojassociates.com
Job Published: about 1 month ago

Job Description

This is an unparalleled opportunity for an Investment Consultant to play a key role within my client's Leeds practice as it goes from strength to strength in the market both in the North and throughout the UK.

Your role:

  • Take a lead role in the provision of investment advice to a variety of clients
  • Investment manager research and investment research
  • Attending client meetings and acting as a POC for a range of clients
  • Managing clients and building strong relationships
  • Drafting and reviewing reports
  • Coaching and performance management of team members and working as part of a multi-disciplinary division

Your experience:

  • FIA or CFA qualified with 5+ years' investment consultancy experience
  • Demonstrable track record of having advised DB pension schemes
  • Superb communication skills and ability to build strong relationships both internally and externally

Helen Kinloch
Managing Consultant | Pensions Actuarial & Investment Solutions
Helen.Kinloch@ojassociates.com | 02038619173
www.linkedin.com/in/helenkinloch/